If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Ari has been a part of the Wealth Management industry for over 20 years, specializing in insurance. Ari works closely with all divisions of the company including family office, corporate executive services and wealth advisory. Ari frequently speaks at industry conferences on topics such as creative Charitable Planning, untapped corporate solutions and sophisticated insurance strategies that should be considered within the financial planning process. In his spare time, Ari enjoys spending time with his wife Monica and their 3 kids. They enjoy traveling together and staying incredibly active in the outdoors.
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